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Carta - I Can't Believe I Used to Do Stock Admin Without It!
Updated July 08, 2022

Carta - I Can't Believe I Used to Do Stock Admin Without It!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Carta

Carta is used for managing our capitalization table. This includes the issuance of stock options and the maintaining of stock ledgers for each class of stock. Carta also has a service for conducting and preparing our 409 ( a ) valuation each year. Additionally, our investors are able to request data from us through Carta, which provides an easy way to correspond on sensitive data.
  • Stock option maintenance
  • Cap table maintenance
  • 409 ( a )
  • Scenario modelling
  • Online help
  • Support documentation
  • Highlighting errors
  • Stockholder maintenance
  • Stockholder communication
  • Stock Option administration
  • If a company's cap table is wrong that is legally considered fraud ( yes, a capital F fraud ), as in there could be criminal repercussions, and almost assuredly whatever transaction that requires it to be accurate will be canceled.
  • Compliance is a major factor when it comes to having a stock option plan. Carta is the best I've seen at keeping a company in compliance.

Do you think Carta delivers good value for the price?

Yes

Are you happy with Carta's feature set?

Yes

Did Carta live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Carta go as expected?

I wasn't involved with the implementation phase

Would you buy Carta again?

Yes

Hands down the best functionality that Carta has, in my opinion, is the stock option issuance/maintenance functionality. As someone who has had to maintain the option ledger and stock ledger manually in my past life, Carta offers the easy button. It allows the admin to not be required to track down individual emails and keep track of those over time. When a company needs to get in touch with all shareholders it is invaluable to know that Carta can easily do that with just the click of a few buttons.